Employment document handoff workbook
Fictional planning example: a US software company hiring one UK legal operations coordinator through an EOR. The client keeps approved copies in its SharePoint repository. Every route shown is a proposed manual handoff, not a Teamed capability or service commitment. Edit the rows for your provider and systems, then ask the provider to demonstrate the acceptance tests.
Event map
Each row names the authoritative record, the copy sent to the client repository, the approval and the person who repairs a missed handoff. “Demonstrated” means you have seen the acceptance test pass for your account and document type.
How to use this in a vendor demonstration
Ask for an executed agreement, then an executed amendment. Confirm that the provider identifies the authoritative signed version, sends or exposes the right file, tells your legal operations owner about the change and resolves a deliberately missing copy. Mark a row “Demonstrated” only after that sequence works. This workbook does not send data, connect to a provider or save changes after the page closes; download the JSON to keep your work.